Bridgetown Wealth Management

My wife and I have been clients of Cole and Bridgetown Wealth for over 12 years. He came highly recommended by others and we have not been disappointed. Cole is attentive to our goals and helped us prepare for our retirement, always making us feel comfortable about taking the next step in life. We feel very fortunate to have someone who communicates with us throughout the year and ensures that we are up to date on our financial plan.

In addition, Cole and his team helped us find other professionals for Medicare and estate planning guidance.

I highly recommend Bridgetown Wealth Management for anyone looking for professional and... read full review

Bridgetown Wealth is a godsend. As a Kaiser retiree I needed help deciphering my benefits and how best to take advantage of them. Not being savvy about investing (and having a less than satisfying experience elsewhere), I was hesitant to trust anyone until I met the team at Bridgetown Wealth. They are fully knowledgeable of Kaiser plans as well as investing in general. Associate Logan Choisnet walked me through my plan and investment options, explaining everything in a way I could understand. Both Logan and his executive assistant Ariel Gray are always happy to answer questions and help me at anytime. They are easily reachable, cordial yet professional and a joy to work... read full review

I find myself searching for the perfect adjective to describe the service that Phil Jasso has provided our family over the past fifteen plus years and, if there is one, my vocabulary bank doesn’t include it. Truly, he has offered the kind of top-quality advice and support that continues to amaze me. Either personally or through quality referrals, Phil has helped shepherd us through a challenging inheritance, family business decisions, retirements, a home purchase, and estate planning all with an eye to achieving our personal financial goals and providing for our heirs. My predisposition is to be anxious about money and investing; able to save but uneasy about managing... read full review